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Fernwood Investment Management’s Arch Capital ACGL Stock Holding History

Fernwood Investment Management’s Portfolio ACGL Stock Details ACGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,000
Closed -$224K – 166
2024
Q3 		$224K Hold
2,000
– – 0.07% 170
2024
Q2 		$202K Hold
2,000
– – 0.06% 192
2024
Q1 		$185K Buy
+2,000
New +$169K 0.05% 203

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Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Fernwood Investment Management's ACGL Position: Q4 2024 in Review

Fernwood Investment Management sold out of Arch Capital (ACGL) in Q4 2024, closing a stake of 2,000 shares — an estimated $224K sold.

Fernwood Investment Management first reported a position in ACGL in Q1 2024 and held it in 3 quarters. The position peaked at $224K in Q3 2024. 842 funds tracked by Wall St. Rank hold ACGL as of Q4 2024.

  • Fernwood Investment Management reported no remaining Arch Capital position as of Q4 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 2,000 Arch Capital shares in Q4 2024, an estimated $224K.
  • Fernwood Investment Management first reported a position in Arch Capital in Q1 2024 and held it in 3 quarters.
  • Fernwood Investment Management's Arch Capital position peaked at $224K in Q3 2024.
  • 842 funds tracked by Wall St. Rank held Arch Capital as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.